UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Pittsburgh, PA
CIK
0002011649
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 79 89,349 VEA, SCHX, IWB, DFVX 13F-HR 11/14/2024 000201164924000005
Q2 2024 60 66,023 SCHX, VEA, IWB, ITOT 13F-HR 8/12/2024 000201164924000003
Q1 2024 60 61,121 SCHX, VEA, IWB, ITOT 13F-HR 5/15/2024 000201164924000002
Q4 2023 58 54,815 VEA, SCHX, IWB, DIMENSIONAL ETF TRUST 13F-HR 2/13/2024 000201164924000001